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Fidelity Investments is seeking a Senior Tax Associate to join their growing Partnership Tax Compliance and Reporting team. The Fidelity tax department is a fast-paced, team-focused, and dynamic environment. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.
The Expertise We're Looking For
Bachelor's degree in Tax, Accounting or Business; Masters in Taxation and/or CPA preferred
2-4 years of tax experience, preferably with large public accounting firm
Working knowledge of federal and multi-state taxation of flow-through entities with an emphasis on venture capital, and private equity investment structures
Understanding of foreign disclosure analysis and compliance regarding various foreign investment vehicles
Familiar working with Excel, Corptax, Sage
The Purpose of Your Role
This position will focus on partnership domestic and international tax compliance and reporting obligations and plays an integral role in driving the internal work flows and processes which are critical to our tax compliance function. This position will work closely with the tax team members as well as other key support functions and business units to provide tax reporting to partners and insure that all federal and state tax filing requirements are met.
The Skills You Bring
Your strong tax preparation software and Excel skills
Your ability to communicate clearly with highest levels of management
Your demonstrated strong research and analytical skills
Your experience writing clearly and persuasively, for tax professionals and business executives
Your strong work ethic, and a desire to grow as a tax professional
Your desire to thrive on working well in a team-first environment
The Value You Deliver
Analyzing and review of federal book/tax differences for quarterly estimate and annual workpapers and corresponding federal, and state partnership tax returns
Preparing K-1 footnotes and foreign information reported to partners
Assisting in implementing various process improvements connected to federal and state compliance
Preparing tax provisions
Researching federal and state tax issues
Assisting in responding to questions from business units and outside tax advisors
Responsible for various Tax depreciation reports used for tax compliance and reporting
How Your Work Impacts the Organization
Fidelity's Corporate Tax Group provides comprehensive federal, state, local, and international tax services to FMR LLC (including its subsidiaries and affiliates) and the Devonshire Investors/Pembroke-advised entities. The Corporate Tax Group is responsible for:
Tax planning and tax compliance services
Managing examinations by federal, state, local and non-U.S. tax authorities and controversies arising therefrom
Preparing estimates to support tax distributions to FMR LLC shareholders and related information reporting to the members of the investor entities
Managing financial statement accounting for income taxes and monitoring proposed tax legislative and regulatory developments
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.